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  • Market Update: May 7, 2014

    John Gorlow | May 07, 2014

    April proved to be a choppy month for global equities. Nonetheless, overall the markets delivered fair gains as long as investors were diversified. The MSCI World Index returned 1.02%. U.S. Large Caps, as measured by the S&P 500 Index, returned 0.47%. International developed equities, as measured by the MSCI EAFE, returned 1.53%. The MSCI European Equity Index advanced 2.49%, while its Pacific Rim counterpart regretfully lost 0.71%. As for the MSCI Emerging Market Equity Index, total returns were a shy 0.33%.

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  • Market Update: Apr 6, 2014

    John Gorlow | Apr 06, 2014

    Despite choppy global stock markets the S&P 500 Index headed back to record levels at the end of March returning 0.85% for the month. Outside the U.S., the MSCI European stock market Index fell 1.02%, the MSCI Japanese stock market Index lost 1.15%, while the MSCI Emerging stock market Index gained 3.07%. YTD, the European Index returned 2.1%, the U.S. Index returned 1.81%, the Japanese Index lost 5.47% and the Emerging Market Index declined 0.43%.

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  • Market Update: Jan 13, 2014

    John Gorlow | Jan 13, 2014

    The amazing performance of US stocks in 2013 was a welcome surprise for investors who are following a simple buy-and-hold strategy and a source of exasperation for many professionals caught flatfooted by the steady rise in share prices.

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  • On Staying The Course: Sep 15, 2013

    John Gorlow | Sep 18, 2013

    Five years ago, the demise of Lehman Brothers shook global financial markets. This marked the start of a dreadful six month period for investors. Returns on the S&P 500 plummeted 52%, the MSCI Int’l Developed Market Index (EAFE) gave back 53% and the MSCI Emerging Market Index lost 47%.

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  • Actively Managing Your Returns Away: Sep 12, 2013

    John Gorlow | Sep 12, 2013

    Financial Analyst John Bogle, founder of the Vanguard Mutual Fund Group, estimated in an upcoming paper that the total costs paid by investors in actively managed US funds is 2.25%. Those costs include portfolio turnover expenses, sales loads, operating expenses and advisory fees. Passively managed index funds, on the other hand, are now available at fees at and around five basis points for institutions and 20 basis points or less for individuals.

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  • Market Update: Sep 2, 2013

    John Gorlow | Sep 03, 2013

    U.S. stocks took a step backwards over the month of August due to three sources of economic uncertainty: the potential intervention in the conflict in Syria, the plan on the part of the Federal Reserve to scale back its stimulus program, and the prospect of another congressional debt ceiling debate. Volatility spiked and the S&P 500 shed 3.1%, amounting to its worst monthly performance in over a year—pulling YTD returns down to 16.15%. Slowing new home sales, falling durable goods orders and sluggish retail compounded the turbulence. The 2.5% upward revision for second quarter U.S. growth came as bright spot amongst the other news.

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  • Market Update: August 4, 2013

    John Gorlow | Aug 04, 2013

    The U.S. equity market closed out July with its best monthly gain since January and thus rebounded powerfully from its June decline. The S&P 500 rose 5% and achieved a new high thereby pushing the YTD return for the broad market index to 19.62%. Smaller companies outperformed the broad market, the S&P MidCap 400 and S&P SmallCap 600 gained 6% and 7%, respectively. Within US asset classes, small growth outperformed small value while large value outperformed large growth.

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  • You’ve Been Warned: July 28, 2013

    John Gorlow | Jul 28, 2013

    With two bad rules adopted earlier this month, the Securities and Exchange Commission has all but invited hucksters, rip-off artists and other bad actors to prey on individual investors. The new rules are another disturbing sign that under the leadership of the new chairwoman, Mary Jo White, the S.E.C. will pursue deregulation at the expense of investor protection. Read Full Article at: New York Times

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  • Market Update: July 11, 2013

    John Gorlow | Jul 11, 2013

    Prices of domestic and foreign stocks, bonds and other investments fell sharply towards the end of the 2nd quarter. Still, the Standard & Poor’s 500 stock index posted positive results, returning 2.91% for the quarter and 13.82% for the first half. All major US asset classes, with the exception of REITs, maintained positive performance in the quarter, with the broad market returning 2.69%. Asset class returns ranged from 3.74% for small growth stocks to 2.06% for large growth stocks.

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  • Market Update: June 7, 2013

    John Gorlow | Jun 07, 2013

    The S&P 500 Index returned 2.34% in May, its seventh straight month of gains. Year-to-date, the index has returned 15.37%, its best five-month start to a year since 1997. The market’s advance this year has come largely on supportive monetary policies from central banks around the world.

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